How to get Previous FY(2025-26) Tax related info for MF/liquid fund invested via jupiter app

Feedback & Ideas
1

How to get FY(2025-26) Tax related info for MF/liquid fund invested via jupiter app.

Can anyone please help.

Thanks in advance.

Regards,

SONU KUMAR TIWARI

2

Hi @sonuktiwari Welcome to the community.

You can download your Mutual Fund Tax Statement by following the steps below:
Jupiter App → Tap the 3 parallel lines (☰) on the top-left → Settings → Investment Account → Download Statements

In this section, you can download the required investment statements, including the tax statement for your mutual fund investments.

If you face any issues while downloading the statement, please let us know.

3

I have invested in normal MF(not in ELSS MF).

In provided location when (Settings → Investment Account → Download Statements)

When I am downloading tax statement , it is showing No tax saving investment found.

My requirement (which all broker provide) is for STCG/LTCG for last FY for ITR purpose.

Please help.

4

@Ashwitha - Please assist.

5

This isn’t working for me as well. How do we export the statement?

6

If you are facing issues with the steps, please use MFCentral for the statements.

7

Hi @Arpit_Sharma and @sonuktiwari

At the moment, the Tax Statement available in the Jupiter app is applicable only for ELSS (Tax Saver) Mutual Funds.

For regular Mutual Funds, if you need your Capital Gains Statement (STCG/LTCG) or other tax-related statements for ITR filing, you can download them through MF Central, as it provides consolidated mutual fund statements across AMCs.

If you need any help accessing the statement on MF Central, please let us know. Happy to assist!